11/20/2013
By using DT’s profiling service, it now makes it even easier for advisers to choose the most appropriate portfolio for their clients and is a further example of London & Capital’s continuing pursuit to meet advisers’ needs.
11/20/2013
AFH Financial Group PLC has announced the acquisition of AG Financial Planning Ltd, an IFA based in Bridgend, Wales.
11/20/2013
Model portfolio solutions have enjoyed a meteoric rise over the past four years, but wealth managers remain divided on the ultimate impact for fund selectors.
11/19/2013
Canaccord Genuity Group Inc. would consider small deals to build-up its U.K. wealth-management business even as it shuns larger acquisitions.
11/19/2013
Credit Suisse is ramping up to grab a bigger share of the private banking business in Asia by channelling more resources to increase lending to the tycoons in the region.
11/19/2013
The index revealed 55% of this demographic lacked a clear investment strategy, despite having "the biggest scope for wealth creation".
11/19/2013
Standard Life Wealth to be merged into SLI
Keith Skeoch, CEO, Standard Life Investments, said: “Following the recent acquisition of Newton Private Clients, Standard Life Wealth has become a substantial asset management business, which has created a deeper operational and investment link betw
11/19/2013
AXA Wealth has restructured its 195-strong distribution team following the hire of former Transact head of operations Mark Links earlier this year.
11/19/2013
The experts were particularly impressed with the quality of LGT’s advisory services, a category in which the bank of the Princely House of Liechtenstein secured first place.
11/18/2013
Study of Americans' complicated financial lives leads wirehouse to rethink the adviser-client relationship
11/18/2013
There are several remarkable aspects to the £550 million takeover of Scottish Widows Investment Partnership (Swip) announced by Aberdeen Asset Management today.
11/18/2013
Julius Baer Agrees to Acquire Swiss Asset Manager
Infidar Investment Advisory Ltd., part of the Julius Baer Group, and WMPartners Wealth Management Ltd. are to merge.
11/18/2013
Kleinwort Benson posts strong discretionary and advisory performance
RHJ International reported a 15% growth in Assets under Management or AuM across its Wealth Management and Asset Management businesses to 11.5 billion euros at September 30, 2013
11/18/2013
Many private banks have spurned lending to the wealthy, despite the potentially lucrative returns, in favour of focusing on winning new assets to manage.
11/18/2013
More Senior Roles To Go at Barclays Wealth
It is understood three more senior roles at Barclays Wealth in Manchester are among the positions to be cut in a nationwide shake-up.
11/18/2013
There will be no change to the fund's investment philosophy
11/18/2013
British finance magazine "The Banker" and industry magazine "PWM Professional Wealth Management" have named the Erste Bank Oesterreich the best for private banking, with the Austrian bank tanking out the title for "Best Private Ba
11/17/2013
The frequency and serious nature of these overtures have brought us to a decision point.
11/17/2013
Private banking thrives in the GCC, with Dubai occupying top
The regional/local organisations have an office in at least one of the GCC countries.
11/17/2013
Belarusbank is interested in expanding cooperation with Swiss partners.